Three traditional Dow components—CVS Health, Goldman Sachs, and Caterpillar—have significantly outperformed broader market benchmarks over the past year, driven by their strong market positions, hard-asset moats, and AI integration. CVS Health rose 52.1% with improved healthcare benefits and AI-powered prior authorizations. Goldman Sachs gained 71.4%, benefiting from record advisory fees and AI productivity initiatives. Caterpillar led with a 159.1% increase, fueled by demand in power generation and infrastructure, supported by AI-driven data center investments. Despite risks like regulatory pressures and cyclical volatility, these stocks showcase how old-economy firms leverage AI to sustain growth and market leadership.
At the AHIP 2026 conference, CVS Health highlighted its use of AI to reduce administrative burdens and enhance patient care. Their conversational AI assistant helps members navigate insurance and healthcare processes by anticipating needs and providi...
CVS Health has teamed up with Fluency, an AI platform backed by Accel, to expand the use of autonomous AI agents across its operations. This partnership aims to overcome the common challenge enterprises face in scaling AI from pilot projects to full ...
Since 2017, healthcare and social services added about 901,000 jobs while all other sectors lost jobs, highlighting a stark labor market divide. This trend is partly due to slow population growth limiting overall job creation. Despite strong healthca...
